Plan. Invest. Pursue what matters.

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Randy joined the industry in 1980 and for over 40 years has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 after 33 years with Merrill Lynch. Randy is part of a select group of financial advisors at UBS that have shown great success and expertise in serving the distinguished and sophisticated affluent client segment and is currently an approved portfolio manager for key local foundations

Randy graduated from Marshall University with a degree in Business Administration. He is active with his church and is an avid fly fisherman. He lives in Washington Township with his wife, Candice.

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Randale joined UBS in 2014 and specializes in custom financial planning.  Randale is a CERTIFIED FINANCIAL PLANNER™ professional, the industry standard for excellence in financial planning. He has also earned the Certified Investment Management Analyst designation, representing the highest level of credibility, integrity and investment consulting knowledge.

Prior to becoming a financial advisor, Randale served 10 years in the Navy as a cryptologic officer, giving him a unique set of skills for making sense of the complex investing landscape and helping clients navigate through some of the most difficult situations in life. Randale holds Masters degrees in computer science and applied mathematics and received a Bachelor of Science in mathematics from Miami University with a minor in finance. He is an active member of Washington Heights Baptist Church and the Oakwood Rotary, serves on the Board of Trustees for Wright Memorial Public Library, and resides in Oakwood with his wife, Amy and their four children.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Investment Management Consultant
• CERTIFIED FINANCIAL PLANNER®

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Larry joined UBS in 2009 and has been a Financial Advisor since 1972.  In addition to his many years as a Financial Advisor he was the Resident Branch Manager of Shearson/Smith Barney from 1984 through 1993 and formed his own independent brokerage firm in Oakwood, Ohio. Larry is an active member of the community, serving on many committees and boards.  He is currently a Director of the Western Golf Association and serves on the Board of Governors at Moraine Country Club in Dayton, Ohio. He heads up the Dayton Chapter of the Chick Evans Scholarship Program helping caddies receive college scholarships. Moraine's caddy programs have awarded over $3,000,000 in college scholarships since 2001.

• Nominated for Registered Representative's Top 20 Brokers in the Country, 1980
• Founded International Chapter of Financial Planners of Dayton Ohio, 1981
• Branch Manager Council, Smith Barney, 1985-1991
• University of Dayton, President's Club & Leo Meyer Society
• Coordinator American Express Scholarship, University of Dayton
• University of Dayton Athletic Board-1999-2005
• Chick Evans Scholarship Committee, 1993- Present
• Co-Founded Moraine Caddy Scholarship Fund, President 2001, Trustee through 2012
• College Promise Mentor-Sinclair Community College, 2012- Present

Larry graduated from the University of Dayton with a Bachelor of Arts in economics. He enjoys golf, sports, charitable gifting and travel.

His tagline motto: "Premier Investment Advice at a reasonable price"

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Vanessa is devoted to working with families to build and maintain their wealth plan. The wealth plan serves as the cornerstone for identifying goals, appropriate risk tolerance and a tool for uncovering potential deficiencies. By creating a plan, clients are able to think deliberately, define their goals and work to align their assets accordingly. Vanessa works through the planning process, determines needs and prepares for a range of possible future scenarios to help uncover opportunities and risks that might otherwise be overlooked.

Vanessa earned her B.S. from Ohio State University and MBA from the Kellogg School of Management at Northwestern University, and is a CERTIFIED FINANCIAL PLANNER™ professional. Originally from Ohio, Vanessa lives in Glen Ellyn, IL with her husband and two children. Vanessa enjoys to cook, golf, and is involved in her community.

• CERTIFIED FINANCIAL PLANNER®

Nicole joined our team in 2009 and has worked in the industry since 2000. She coordinates client meetings, handles account openings and customer service. In her free time, Nicole enjoys spending time with her husband and two children.

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Kitty has worked in the industry for over 30 years and has worked with Larry Hayes for most of those 30 years. Kitty helps with account opening, customer service and placing orders. She is a life long resident of Miamisburg and enjoys being with her children and grandchildren.

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Austin joined our team in 2023 from Williamsburg, Virginia, where he worked as an Investment Associate for a Portfolio Manager. In that position he obtained his Series 65 license and passed the first level of the CFA. Austin is originally from Pickerington, Ohio, a suburb of Columbus and attended Ohio University. At OU he earned two bachelor's degrees, one in Business Administration and the other in Sports Management. Austin returned to his home state of Ohio to be closer to family. He currently resides in Beavercreek with his wife Natasha, their son, and two dogs.

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Brittany has over a decade of experience in the financial services industry. She began her career in banking before coming to UBS where she has held multiple roles in the client service space. She obtained her Series 7,66, and Ohio insurance licenses before pursuing her 9/10 management licenses. She then spent several years as an Operations Manager with UBS’s Field Processing Center of Excellence before joining the Honaker Hayes Wealth Management Group as a Team Administrator in 2024.

Brittany is a lifelong Daytonian and currently resides in Moraine with her husband, Ryan, and their 2 cats. In her free time, she enjoys working out, reading, attending concerts, and spending time with friends and family.